Aditya Birla Sun Life Financial Planning Fund vs Franklin India Multi compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹226 Cr | ₹76 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 28 Nov 2014 |
| Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 1085% | 24.24% |
| Expense Ratio | 1.2 | 1.45 |
| Manager | Dhaval Joshi | Rajasa Kakulavarapu |
| ISIN Code | INF084M01101 | INF090I01LE4 |
| Exits Load | Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Franklin India Multi-Asset Solution Fund of Funds - Growth charges 1.0% of sell value; if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 1 Month | 3.1% | 0.59% |
| 6 Month | 7.56% | 4.08% |
| 1 Year | 7.04% | 12.45% |
| 3 Year | 16.81% | 14.19% |
| 5 Year | 17.6% | 15.13% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 6 Month | 2.62% | 1.49% |
| 1 Year | 13.87% | 12.84% |
| 3 Year | 15.53% | 14.14% |
| 5 Year | 15.09% | 13.13% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| 1 Year | 11.24% | 7.83% |
| 3 Year | 14.25% | 5.62% |
| 5 Year | 13.32% | 4.85% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Standard Deviation | 9.78% | 4.64% |
| Sharp | 0.95% | 1.50% |
| Beta | 1.09% | - |
| Alpha | 2.63% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Name | Dhaval Joshi | Rajasa Kakulavarapu |
| Total AUM | ₹361932 Cr | ₹28545 Cr |
| Funds Managed | 55 | 10 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.79%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.4%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.34%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.36%
Kotak Midcap Fund - Growth
3Y Returns21.98%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns20.59%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns16.01%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns17.2%